Institutions / Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC
CIK 1542421 · Institution · as of Dec 31, 2021
Portfolio value
$5.17B
Positions
599
As of
Dec 31, 2021
Portfolio trend
Portfolio value
$5.17B+6.0%Positions
599+1.7%Top holdings
Dec 31, 2021View all 599 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $987.35M | 19.1% |
| Dimensional ETF Trust | $561.97M | 10.9% |
| Dimensional ETF Trust | $325.29M | 6.3% |
| Vanguard Scottsdale Fds | $291.91M | 5.6% |
| Dimensional ETF Trust | $282.98M | 5.5% |
| Dimensional ETF Trust | $276.99M | 5.4% |
| Dimensional ETF Trust | $156.04M | 3.0% |
| Vanguard Index Fds | $103.28M | 2.0% |
| Meta Platforms, Inc. | $93.05M | 1.8% |
| Apple Inc. | $89.17M | 1.7% |
| Amazon Com Inc | $63.76M | 1.2% |
| Vanguard Bd Index Fds | $58.50M | 1.1% |
| Vanguard Malvern Fds | $56.27M | 1.1% |
| Ishares Msci Denmark ETF | $54.97M | 1.1% |
| Microsoft Corp | $50.37M | 1.0% |
| Alphabet Inc. | $40.09M | 0.8% |
| Vanguard Index Fds | $33.58M | 0.6% |
| Cass Information Systems Inc | $32.70M | 0.6% |
| iShares Tr | $32.52M | 0.6% |
| Berkshire Hathaway Inc | $32.06M | 0.6% |
| Alphabet Inc. | $31.09M | 0.6% |
| Ishares Msci Denmark ETF | $30.19M | 0.6% |
| John Hancock Exchange Traded | $30.06M | 0.6% |
| Ishares Msci Denmark ETF | $28.73M | 0.6% |
| iShares Tr | $28.63M | 0.6% |
Activity
Dec 31, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 5 quarters of holdings.